Private Wealth Management
Converting a traditional IRA or another qualified retirement plan to a Roth IRA can be a powerful wealth-transfer tool under the right circumstances. Knowing and quantifying the “right circumstances,” however, can be a daunting task.
In this paper, we will look at how a Roth conversion works and identify the factors that need to be considered when deciding whether converting to a Roth makes sense for you.
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Join renowned neuroscientist and author Lisa Genova, and William Blair’s head of Private Wealth Management, Ryan DeVore, as they explore preventative steps people can take to maintain brain health and navigate the challenges of Alzheimer’s and Dementia.
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